Your territory pipeline. No spreadsheets.
A visual Kanban built for field and territory sales — track every opportunity from first contact to close, with territory context that a generic CRM never has.
Generic CRMs aren't built for territory selling
-
CRMs are built for deal management. They don't show where an opportunity is in your territory, which zone it came from, or how much of your market is still uncovered.
-
Spreadsheet pipelines are fragile, inconsistent, and invisible to management without manual reporting effort.
-
When leads come from territory discovery, they carry commercial signal context that disappears the moment they enter a traditional CRM.
Opportunity Pipeline — step by step
Move leads from discovery to pipeline
When an enriched lead is ready to engage, move it to your pipeline with one click. Commercial signal context and enrichment data follow it automatically.
Track stages visually
Use a Kanban board with customisable stages — Contacted, Interested, Proposal Sent, Negotiating, Won, Lost. Drag cards between stages as opportunities progress.
Log activity and notes
Log calls, meetings, and emails directly on each opportunity card. Activity history is stored with the lead record.
Analyse velocity and coverage
See pipeline velocity, win rate by territory zone, and coverage percentage — the proportion of your discovered market currently in or through the pipeline.
Key capabilities
- Customisable Kanban stages for your sales process
- Opportunity cards carry territory and signal context from discovery
- Activity log: calls, emails, notes, and meeting records
- Win/loss tracking with reason logging
- Pipeline velocity reporting (time in each stage, time to close)
- Coverage analytics: pipeline as a percentage of discovered market
Works best alongside
Opportunity Pipeline — common questions
-
For teams doing territory-based outbound prospecting, yes — Pranory's pipeline covers the workflow from discovery to close. For teams that also need full contact relationship management, marketing automation, and extensive integrations, a dedicated CRM like HubSpot provides more.
-
Yes. Pipeline stages are configurable per workspace. You can add, rename, and reorder stages to match your sales process.
-
Pipeline data (leads, stages, activity) can be exported. Direct CRM integrations are on the roadmap.
-
The key difference is territory context. Pranory's pipeline shows where each opportunity sits in your geographic territory, what commercial signals drove its prioritisation, and how much of the surrounding market is still uncovered. A traditional CRM deal board shows none of that.
Try Opportunity Pipeline in your territory
Free plan. No credit card. Set up in under 5 minutes.